Prentice Wealth Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Prentice Wealth Management’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,295	Closed	-$52K	–	159
2022 Q2	$52K	Buy	+2,295	New	+$51.9K	0.05%	69
2021 Q4	–	Sell	-1,328	Closed	-$33K	–	265
2021 Q3	$33K	Hold	1,328	–	–	0.02%	194
2021 Q2	$34K	Hold	1,328	–	–	0.02%	194
2021 Q1	$33K	Buy	+1,328	New	+$33.3K	0.02%	192

Other funds holding SHYD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWA

LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prentice Wealth Management's SHYD Position: Q3 2022 in Review

Prentice Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2022, closing a stake of 2,295 shares — an estimated $52K sold.

Prentice Wealth Management first reported a position in SHYD in Q1 2021 and held it in 4 quarters. The position peaked at $52K in Q2 2022. 102 funds tracked by Wall St. Rank hold SHYD as of Q3 2022.

Prentice Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 2,295 VanEck Short High Yield Muni ETF shares in Q3 2022, an estimated $52K.
Prentice Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q1 2021 and held it in 4 quarters.
Prentice Wealth Management's VanEck Short High Yield Muni ETF position peaked at $52K in Q2 2022.
102 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.